Quick Update & ANOTHER Winning LNG Play with 20%+ Yield IF YOU OWN BY January 13!
Quick Update & ANOTHER Winning LNG Play with 20%+ Yield IF YOU OWN BY January 13!
Hey Subscriber,
With the QQQ bouncing almost exactly off its critical key support level the 200-day moving average on significant volume (see chart below), we closed our hedge position with the January 14 $5 SQQQ Call Options (purchased at .31 cents) for $1.50 or 5X return and are letting our $5 put options that we sold for .42 cents expire this week worthless- . .
our net profit on this hedge play is about $1.92 on a 31 cent cost basis--I'll take it!
| Bid | Ask | B/A Size | Volume | Open Interest |
|---|---|---|---|---|
| 0.31 | 0.32 | 2x213 | 16,205 | 5043 |
Dorian LPG Ltd
We also closed our January 14 $101 Put Contracts at $1.25 (50% stop losses order)
I Love LNG Shipping Stocks! BUY $LPG Dorian LPG Ltd under $15 By THURSDAY January 13 to get $1 Quarterly Dividends!
Depending on when you added $FLNG and $SBLK to your ultra income+growth portfolio (including the first of many quarterly dividend checks we have cashed), our research in the space has bee spot on--namely that
1) with the Green Energy insanity in Europe/EU (really the UK and Germany) eliminating their base power reserves production from nuclear power
2) The politics/delay of the second Russian natural gas line into Germany
3) The huge build-up of LNG demand within China post-Winter Olympics (they have closed down steel and metal production since December to improve the horrid air pollution from coal-based electrical power production) as Chinese power production from nat gas has grown from 3.1% to 8.2% in the last few years (and will continue to grow to 15-18% from converting dirty coal-burning over the 2020's)
4) Shipping LNG to China is a much longer at sea trip than to Europe
5) China taking over #1 LNG consumer from Japan in 2022 (click here for latest data)
With America's nat gas fracking technology, the US will be the largest LNG exporter in the world in 2022.
With the massive Tellurian LNG export plant in Louisiana on schedule to open 2024, and literally almost EVERY LNG ship under contract presently (and very few new ships anticipated in 2022 or 2023), LNG shippers are minting money 24/7/365.
But the GREAT NEWS for our Ultra Income Portfolio (already up 11% since January 2) is that the key players like FLNG and LPG have adopted flexible dividend payments that pay higher dividends as realized LNG shipping rates go higher.
Action to Take: By $LPG for UNDER $25 BY this Thursday, Jan 13 to Lock in a $1 quarterly dividend
So far, our 20%+ LNG and Bulk Shipping stocks have NOT pulled back after dividend pay dates. In fact, $FLNG and $SBLK stock prices have gained 13-18% AFTER dividend payouts (my guess is their 4-6 p/e valuations have a lot to do with this.)
While this dividend is enhanced with proceeds from ship refinancing, we model 2022 dividends of 14-16% and 20%+ stock growth as the LNG story gets stronger AFTER the Winter Olympics are over and China resumes its massive LNG import surge to rebuild its natural gas reserves.
NEW Bulk Shipping/LNG Buy Under Updates
$SBLK <$25 $32.50 target
$FLNG < $26
Attention WAVE WIRE Subscribers + SuperSpac Traders
(Who Rolled into Transformity Research Subscribers IN June 2021)
We have a lot of subscriber renewals in Jan/Feb from SuperSPAC Trader subscribers we rolled into Transformity Research subscribers when the SPAC sector became uninvestable in March/April 2021.
To make sure you stay with us during this major market and monetary policy transition, we have added these new valuable services to our core Transformity Investor service package to ensure you get ALL our buy/sell/hold advice and questions in the most timely matter possible--in the market time IS money!
#1 We are in the process of adding TEXT notifications for our new buy/sell/hold alerts and newsletters! I know from our All-Access members a lot of you are "text-centric" like we are and with the stock market moving faster every day, we are in the process of standing up TR Text Notification service.
And the good news is we will include this new text notification service FREE for ALL accounts that renew or start in 2022 (a $40 value).
Secondly, for all active non-All-Access members (new and renewed in 2022), we are going to extend 90 days of access to our All Access trading room (a $125 value) starting Jan 15.
CLICK THIS LINK FOR YOUR NEW 1 or 2-year or Transformity Investor renewal starting today
Again, with all that is happening in the world of stocks 24/7/365, I have found our subscribers with All-Access trading room priveledges are getting a very valuable head start on new positions AND getting their "Should I buy more or sell?" questions answered in real-time.
This is the best possible time to get with and stay with Transformity Research newsletters--fortunes will be made and lost again in the next few years--I don't want you to miss out.
Tobin Smith